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Heartwood Wealth Advisors’s GE Vernova GEV Stock Holding History

Heartwood Wealth Advisors’s Portfolio GEV Stock Details GEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$329K Sell
280
-2
-0.7% -$2.04K 0.03% 182
2026
Q1 		$246K Buy
+282
New +$220K 0.02% 197
2025
Q4 		– Sell
-145
Closed -$89.2K – 624
2025
Q3 		$89.2K Buy
+145
New +$87.8K 0.01% 267

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Heartwood Wealth Advisors's GEV Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its GE Vernova (GEV) stake by 0.71% in Q2 2026, selling an estimated $2.04K and leaving 280 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #182.

Heartwood Wealth Advisors first reported a position in GEV in Q3 2025 and has held it in 3 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Heartwood Wealth Advisors held 280 shares of GE Vernova worth $329K as of Q2 2026.
  • Heartwood Wealth Advisors sold 2 GE Vernova shares in Q2 2026, an estimated $2.04K.
  • GE Vernova made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #182 holding.
  • Heartwood Wealth Advisors first reported a position in GE Vernova in Q3 2025 and has held it in 3 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.